Tiemann Investment Advisors’s Fiserv FI Stock Holding History

Tiemann Investment Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Hold	2,655	–	–	0.19%	96
2025 Q1	$586K	Sell	2,655 -240	-8%	-$53K	0.27%	74
2024 Q4	$595K	Sell	2,895 -385	-12%	-$79.1K	0.26%	75
2024 Q3	$589K	Sell	3,280 -365	-10%	-$65.6K	0.25%	76
2024 Q2	$543K	Sell	3,645 -10	-0.3%	-$1.49K	0.24%	84
2024 Q1	$584K	Buy	3,655 +160	+5%	+$25.6K	0.26%	82
2023 Q4	$464K	Sell	3,495 -450	-11%	-$59.8K	0.23%	94
2023 Q3	$446K	Sell	3,945 -525	-12%	-$59.3K	0.24%	89
2023 Q2	$564K	Buy	4,470 +20	+0.4%	+$2.52K	0.29%	73
2023 Q1	$503K	Buy	4,450 +150	+3%	+$17K	0.28%	83
2022 Q4	$435K	Sell	4,300 -50	-1%	-$5.05K	0.25%	94
2022 Q3	$407K	Buy	4,350 +65	+2%	+$6.08K	0.26%	85
2022 Q2	$381K	Hold	4,285	–	–	0.2%	112
2022 Q1	$434K	Sell	4,285 -165	-4%	-$16.7K	0.2%	110
2021 Q4	$462K	Buy	4,450 +50	+1%	+$5.19K	0.2%	118
2021 Q3	$477K	Sell	4,400 -50	-1%	-$5.42K	0.23%	103
2021 Q2	$476K	Sell	4,450 -100	-2%	-$10.7K	0.22%	105
2021 Q1	$542K	Buy	4,550 +50	+1%	+$5.96K	0.27%	92
2020 Q4	$512K	Sell	4,500 -25	-0.6%	-$2.84K	0.27%	91
2020 Q3	$466K	Sell	4,525 -175	-4%	-$18K	0.29%	86
2020 Q2	$459K	Sell	4,700 -100	-2%	-$9.77K	0.31%	79
2020 Q1	$456K	Buy	4,800 +100	+2%	+$9.5K	0.4%	65
2019 Q4	$543K	Buy	4,700 +100	+2%	+$11.6K	0.37%	70
2019 Q3	$477K	Sell	4,600 -900	-16%	-$93.3K	0.35%	77
2019 Q2	$501K	Hold	5,500	–	–	0.36%	76
2019 Q1	$486K	Hold	5,500	–	–	0.37%	73
2018 Q4	$404K	Hold	5,500	–	–	0.36%	78
2018 Q3	$453K	Sell	5,500 -150	-3%	-$12.4K	0.34%	83
2018 Q2	$419K	Buy	5,650 +200	+4%	+$14.8K	0.34%	87
2018 Q1	$389K	Sell	5,450 -500	-8%	-$35.7K	0.31%	94
2017 Q4	$390K	Hold	5,950	–	–	0.31%	94
2017 Q3	$384K	Hold	5,950	–	–	0.32%	95
2017 Q2	$364K	Hold	5,950	–	–	0.33%	96
2017 Q1	$343K	Hold	5,950	–	–	0.32%	100
2016 Q4	$316K	Sell	5,950 -300	-5%	-$15.9K	0.31%	101
2016 Q3	$311K	Hold	6,250	–	–	0.28%	114
2016 Q2	$340K	Hold	6,250	–	–	0.32%	100
2016 Q1	$321K	Sell	6,250 -600	-9%	-$30.8K	0.32%	105
2015 Q4	$313K	Buy	6,850 +150	+2%	+$6.85K	0.32%	103
2015 Q3	$290K	Sell	6,700 -100	-1%	-$4.33K	0.32%	108
2015 Q2	$282K	Buy	6,800 +1,000	+17%	+$41.5K	0.29%	114
2015 Q1	$230K	Hold	5,800	–	–	0.24%	135
2014 Q4	$206K	Sell	5,800 -1,600	-22%	-$56.8K	0.22%	136
2014 Q3	$239K	Hold	7,400	–	–	0.27%	121
2014 Q2	$223K	Sell	7,400 -300	-4%	-$9.04K	0.25%	128
2014 Q1	$218K	Sell	7,700 -300	-4%	-$8.49K	0.24%	132
2013 Q4	$236K	Buy	+8,000	New	+$236K	0.28%	119